Estate Planning

Planning for the future of your business as well as the distribution of your estate is a critical component of any financial plan. At AJ Robbins CPA LLC, our financial and accounting professionals will work with you to develop a comprehensive estate plan to help protect the future of your assets. Based on your goals, we can help you create a plan that will ensure the appropriate transfer of your personal and business assets, while minimizing estate, inheritance and gift taxes. Our areas of expertise span all phases of estate planning, including:

  • Retirement planning
  • Succession planning
  • Tax planning
  • Estate valuation
  • Gifting
  • Trust administration